SAGEWELL INVESTMENT ADVISORS, LLC
CRD #323174 SEC #801-126656 CAMBRIDGE, MA 617-397-3764
SEC Registered
Total AUM
$224K
Discretionary
$224K
Employees
10
Clients
11
Accounts
26
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2023 | $224K | $224K | $0 | 10 | 0 |
| Sep 2022 | $0 | $0 | $0 | 1 | 0 |
| Aug 2022 | $0 | $0 | $0 | 1 | 0 |
DateJan 2023
Total AUM$224K
Discretionary$224K
Non-Disc.$0
Employees10
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0